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DSM

BNY Mellon Strategic Municipal Bond Fund
DSM

84 hedge funds and large institutions have $58.1M invested in BNY Mellon Strategic Municipal Bond Fund in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 22 increasing their positions, 22 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

4% more funds holding

Funds holding: 81 → 84 (+3)

0.71% more ownership

Funds ownership: 18.16% → 18.87% (+0.71%)

0% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 22

8% less capital invested

Capital invested by funds: $63.4M → $58.1M (-$5.36M)

Holders
84
Holders Change
+3
Holders Change %
+3.7%
% of All Funds
1.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
22
Reduced
22
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$2.89M
2
Osaic Holdings
Osaic Holdings
Arizona
+$2.02M
3
Morgan Stanley
Morgan Stanley
New York
+$1.92M
4
GC
Guggenheim Capital
Illinois
+$1.54M
5
RP
Riverbridge Partners
Minnesota
+$619K

Top Sellers

Rank Fund Capital Flow
1
HWAM
Hennion & Walsh Asset Management
New Jersey
-$3.66M
2
UBS Group
UBS Group
Switzerland
-$1.32M
3
RCM
Robinson Capital Management
Michigan
-$596K
4
LSC
Logan Stone Capital
Illinois
-$381K
5
SIA
Sit Investment Associates
Minnesota
-$351K
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
51
IFP Advisors
Florida
$91K – – –
WS
52
Wedbush Securities
California
$84K – – –
VCM
53
Virtue Capital Management
Tennessee
$84K +$87.3K +13,434 New
Stifel Financial
54
Stifel Financial
Missouri
$83K +$87.2K +13,419 New
NSIM
55
North Star Investment Management
Illinois
$82K – – –
WAP
56
Wealthcare Advisory Partners
Pennsylvania
$82K +$86.1K +13,250 New
SMC
57
Smith, Moore & Co
Missouri
$78K -$81.3K -12,500 -50%
DAS
58
Dynamic Advisor Solutions
Arizona
$78K -$13K -2,000 -14%
FWM
59
Fairhaven Wealth Management
Illinois
$78K – – –
BCM
60
Brookstone Capital Management
Illinois
$78K +$9.95K +1,531 +15%
Citadel Advisors
61
Citadel Advisors
Florida
$78K +$81.6K +12,548 New
CF
62
Centaurus Financial
California
$76K -$650 -100 -0.8%
MFG
63
MidWestOne Financial Group
Iowa
$76K – – –
CCFM
64
Clear Creek Financial Management
Washington
$74K – – –
AAS
65
Avantax Advisory Services
Texas
$69K – – –
IAMOG
66
Investors Asset Management of Georgia
Georgia
$62K – – –
WAM
67
Wolverine Asset Management
Illinois
$50K +$52.8K +8,125 New
WTA
68
Washington Trust Advisors
Massachusetts
$47K – – –
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$32K – – –
AWM
70
Accel Wealth Management
Iowa
$26K – – –
BWA
71
BDO Wealth Advisors
Florida
$25K – – –
APA
72
American Portfolios Advisors
New York
$18.7K -$13K -2,000 -40%
BFEC
73
Benjamin F. Edwards & Company
Missouri
$16K – – –
AW
74
ACG Wealth
Georgia
$16K +$16.9K +2,600 New
SSB
75
Sandy Spring Bank
Maryland
$14K +$202 +31 +1%
1 2
3
4

DSM Hedge Fund Activity: Q2 2022 in Review

84 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Strategic Municipal Bond Fund (DSM) for Q2 2022, worth a combined $58.1M — down 8.4% from $63.4M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new DSM positions and 11 closed out — a net gain of 4 holders — while 22 added to existing stakes and 22 trimmed.

The largest buyer was Ameriprise, adding an estimated $2.89M. The largest seller was Hennion & Walsh Asset Management, cutting an estimated $3.66M.

  • 84 institutional investors held BNY Mellon Strategic Municipal Bond Fund (DSM) as of Q2 2022, up from 81 in Q1 2022.
  • Funds reported $58.1M of BNY Mellon Strategic Municipal Bond Fund stock for Q2 2022, down 8.4% quarter-over-quarter.
  • 15 funds opened new BNY Mellon Strategic Municipal Bond Fund positions in Q2 2022 and 11 closed out, a net change of +4 holders.
  • The largest BNY Mellon Strategic Municipal Bond Fund buyer in Q2 2022 was Ameriprise, an estimated $2.89M added.
  • The largest BNY Mellon Strategic Municipal Bond Fund seller in Q2 2022 was Hennion & Walsh Asset Management, an estimated $3.66M sold.

Based on aggregated 13F filings for Q2 2022.